Forty business sites on quarterly visits, and daily call-outs. The quarterly visits sit on the diary all year; call-outs are tapped into free slots.
Software for pest control businesses
Regular inspections on their schedule, the visit history of every property, and agreements accepted online.
2 months free, no card needed.
Why RotaRound for pest control businesses
Pest control mixes two kinds of work: regular visits by the quarter for business customers, and call-outs that need doing today. Both go on one diary, and the regular work must never be pushed aside by the urgent.
RotaRound keeps the regular visits on their schedule and drops call-outs into the gaps. Business customers get a written agreement, and the purchase order number kept on their record. Access instructions and site notes are on every property and on the team member's page.
When a technician is off, their day is cancelled in one place, the customers can be told, and each visit waits for a new slot.
Three examples
A site changes its access procedure. The site manager updates it on their portal; the technician sees it before the visit.
A technician leaves. Their end date is set on the Team page, and from that day their regular sites are placed with the rest of the team.
The features that matter most for pest control
How RotaRound fits a pest control business
Many pest control customers are businesses with more than one site. A customer can hold several properties, each with its own address, access instructions, regular visits and price. The purchase order number on the customer's record goes onto the invoices you make for your accounting software.
A treatment often needs a follow-up visit. Add it as a one-off job on a set date or within a window of dates, and it sits on the diary beside the regular work, so the return visit is not forgotten.
Residential call-outs can be quoted from your phone. The customer accepts the quote online, and the job is ready for the diary.
Every visit stays on the property's history with what was done, and the customer can see their past and planned visits on their customer portal.
A business customer often wants the terms in writing for the year. A written agreement sets the price, the term, the notice period and the price review, the customer accepts it online, and a PDF is kept for both of you.
Questions from pest control businesses
Can one business customer have several sites?
Yes. A customer can have any number of properties, each with its own address, access instructions, regular visits and price. Visits, agreements and price reviews are handled per property.
Does RotaRound send the invoices?
No. RotaRound makes the invoices for every completed visit as a file for your accounting software, which sends them. A business customer's purchase order number is kept on their record and can go onto their invoices.
Can the customer see the visits?
Yes. Each customer has their own customer portal, opened from a private link with no password, showing planned and past visits and what was done. They can update their access instructions there too.
How do I record a follow-up visit?
Add a one-off job to the property on the date it is due, or within a window of dates. It sits on the diary beside the regular visits, and the team member sees it on their dashboard.